See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $15,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,564 | $99,957-68.4% | $149,696-78.9% | $73,488-57.0% |
| Participation rate | 69.3% | 75.7%-6.4pp | 82.5%-13.1pp | 70.7%-1.3pp |
| Annual return | 30.78% | 53.87%-23.1pp | 276.60%-245.8pp | 28.51%+2.3pp |
| Employer contribution / active EE | $2,414 | $3,191-24.3% | $4,644-48.0% | $2,270+6.4% |
| Participant deferral / active EE | $4,145 | $6,073-31.7% | $6,842-39.4% | $3,740+10.8% |
| Admin fee / account holder | $53 | $551-90.4% | $9,309-99.4% | $513-89.7% |